Michael
904356f4e8
Adds a contextual Help button on each detail page, right of the title. Clicking it opens a Streamlit popover with a one-shot how-to: when to use, numbered steps, before→after examples, and an optional one-line tip. Designed to be scannable — no paragraph prose. Implementation: - New ``render_tool_header(tool_id)`` helper in components replaces the bare ``st.title(...) + st.caption(...)`` block on each of the 11 tool pages. Title in the wide column, popover in a narrow right column; caption sits on its own line beneath. - Help content is one markdown blob per tool stored in i18n under ``tools.<id>.help_md`` (en + es). Editors can tweak copy without touching Python. - ``help.button_label`` and ``help.missing_body`` keys added to both packs for the popover trigger and the empty-tool fallback. All 11 tool pages now use the same header pattern — including the PDF Extractor and Reconciler which previously had hardcoded title/ caption pairs. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
693 lines
24 KiB
Python
693 lines
24 KiB
Python
"""PDF to CSV — heuristic transaction scanner.
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Upload one or more bank-statement PDFs, scan for transaction-like
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rows ([date] [description] [amount]), uncheck the rows you don't
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want, download as CSV. No templates, no per-bank configuration,
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no coordinate picking.
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"""
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from __future__ import annotations
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import hashlib
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import sys
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from datetime import datetime
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from pathlib import Path
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import pandas as pd
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import streamlit as st
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_project_root = Path(__file__).resolve().parent.parent.parent.parent
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if str(_project_root) not in sys.path:
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sys.path.insert(0, str(_project_root))
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from src.audit import log_event, log_page_open
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from src.gui.components import (
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hide_streamlit_chrome,
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html_download_button,
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render_sticky_footer,
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render_tool_header,
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)
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from src.pdf_extract import (
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PdfDependencyMissing,
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diagnose_pdf_lines,
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format_amount,
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ocr_available,
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scan_pdf_for_transactions,
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year_from_filename,
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)
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def _pdf_deps_status() -> tuple[bool, list[str]]:
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"""Probe each runtime PDF dep without forcing the user to hit
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the Scan button. Returns ``(ok, missing_names)``."""
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missing: list[str] = []
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for name in ("pdfplumber", "pypdfium2"):
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try:
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__import__(name)
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except ImportError:
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missing.append(name)
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return (not missing), missing
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log_page_open("10_PDF_Extractor")
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_ICON_PATH = str(Path(__file__).parent.parent / "assets" / "datatools_icon_256.png")
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st.set_page_config(
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page_title="PDF to CSV · DataTools",
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page_icon=_ICON_PATH,
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layout="wide",
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)
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hide_streamlit_chrome()
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render_sticky_footer()
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# ---------------------------------------------------------------------------
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# Session-state keys
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# ---------------------------------------------------------------------------
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K_ROWS = "pdf_scan_rows"
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K_WARNINGS = "pdf_scan_warnings"
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K_SOURCE_COUNT = "pdf_scan_source_count"
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# Stamped once at scan time. The download button's file_name
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# embeds this so the user gets a unique-per-scan filename — but
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# crucially, the value is stable across reruns triggered by
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# unrelated widget interactions (otherwise the html_download_button
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# helper's session-state key drifts every second and the
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# "Saved to <path>" banner never gets to render).
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K_TIMESTAMP = "pdf_scan_timestamp"
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# ``pdf_uploads`` is the persistent stash of uploaded PDFs (dict
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# keyed by filename → {"bytes": ..., "size": ...}). It survives
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# Streamlit reruns and navigation away from the page. The
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# uploader widget feeds this stash via ``_sync_pdf_uploads`` and
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# the custom file list / Clear-all button operate on it.
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K_UPLOADS = "pdf_uploads"
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# Bumped to force the file_uploader to re-instantiate (clear its
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# internal state) when the user removes a file via the custom X or
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# clicks Clear-all. Streamlit's widget state is keyed on the widget
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# key, so changing the key resets the widget without us having to
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# touch its session-state directly (which Streamlit disallows).
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K_UPLOAD_COUNTER = "pdf_upload_counter"
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def _format_size(n_bytes: int) -> str:
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"""Human-friendly file size — KB / MB / GB."""
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size = float(n_bytes)
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for unit in ("B", "KB", "MB", "GB"):
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if size < 1024:
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if unit == "B":
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return f"{int(size)} {unit}"
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return f"{size:.1f} {unit}"
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size /= 1024
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return f"{size:.1f} TB"
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# ---------------------------------------------------------------------------
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# Header + dep guard
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# ---------------------------------------------------------------------------
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render_tool_header("10_pdf_extractor")
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_pdf_ok, _pdf_missing = _pdf_deps_status()
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if not _pdf_ok:
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st.error(
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"**PDF dependencies are not installed.** "
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f"Missing module(s): `{', '.join(_pdf_missing)}`.\n\n"
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"Install them into the same Python that launches DataTools:\n\n"
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"```\npip install pdfplumber pypdfium2 pytesseract\n```\n\n"
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"Then **fully restart the launcher** to pick up the new modules."
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)
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st.stop()
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# ---------------------------------------------------------------------------
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# Options + upload
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# ---------------------------------------------------------------------------
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_DATE_FORMAT_CHOICES = {
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"YYYY-MM-DD (2026-01-13)": "%Y-%m-%d",
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"YYYYMMDD (20260113)": "%Y%m%d",
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"MM/DD/YYYY (01/13/2026)": "%m/%d/%Y",
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"DD/MM/YYYY (13/01/2026)": "%d/%m/%Y",
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"MMM DD, YYYY (Jan 13, 2026)": "%b %d, %Y",
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"Custom strftime…": "__custom__",
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}
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with st.expander("Scan options", expanded=False):
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c1, c2 = st.columns(2)
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negative_in_parens = c1.checkbox(
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"Treat (4.50) as negative",
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value=True,
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help=(
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"Bank statements commonly show withdrawals as ``(4.50)``. "
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"Off if your statements use a different convention."
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),
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)
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_ocr_ok, _ocr_reason = ocr_available()
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use_ocr = c2.checkbox(
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"Use OCR for scanned pages",
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value=_ocr_ok,
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disabled=not _ocr_ok,
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help=(
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f"OCR status: {'ready' if _ocr_ok else _ocr_reason or 'unavailable'}. "
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"Most modern bank PDFs are text-based and don't need OCR — "
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"only enable for image-based scans."
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),
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)
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c3, c4 = st.columns(2)
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date_label = c3.selectbox(
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"Output date format",
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list(_DATE_FORMAT_CHOICES.keys()),
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index=0,
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help=(
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"Applied to the transaction date AND the statement "
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"period dates pulled from the header. Pick Custom to "
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"enter your own ``strftime`` string."
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),
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)
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output_date_format = _DATE_FORMAT_CHOICES[date_label]
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if output_date_format == "__custom__":
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output_date_format = c4.text_input(
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"Custom strftime format",
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value="%Y-%m-%d",
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help=(
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"Python ``strftime`` codes — e.g., ``%Y-%m-%d`` for "
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"2026-01-13, ``%Y%m%d`` for 20260113."
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),
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)
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# Year override for short dates. Empty by default — the
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# scanner uses statement-period detection + filename year hint
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# automatically. Set this when the statement period regex
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# misses on a particular bank's layout, or when you want to
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# force a specific year (e.g., historical reconciliation).
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year_override_str = st.text_input(
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"Override year for short dates (optional)",
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value="",
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help=(
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"Short dates like ``01/13`` get bound to a year by the "
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"scanner — statement period first, then filename year, "
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"then this override. Leave blank for automatic. Enter "
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"a 4-digit year (e.g., 2025) to force every short date "
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"to that year. Won't affect dates that already have a "
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"year (``01/13/2025``)."
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),
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)
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try:
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year_override = (
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int(year_override_str) if year_override_str.strip() else None
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)
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if year_override is not None and not (1900 <= year_override <= 2100):
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st.warning(
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f"Year override {year_override} looks wrong — using "
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"automatic detection instead."
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)
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year_override = None
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except ValueError:
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st.warning(
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f"Year override {year_override_str!r} isn't a number — "
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"using automatic detection instead."
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)
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year_override = None
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# Persistent stash + rotating widget key. See K_UPLOADS / K_UPLOAD_COUNTER
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# docstrings for why the counter exists.
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pdf_uploads: dict = st.session_state.setdefault(K_UPLOADS, {})
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upload_counter: int = st.session_state.setdefault(K_UPLOAD_COUNTER, 0)
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uploader_key = f"pdf_upload_v{upload_counter}"
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# Mirror the Home-page upload pattern: the Streamlit file_uploader
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# is positioned off-screen via CSS (keeps its underlying ``<input
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# type=file>`` reachable to JS), and the page renders a Home-style
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# bordered file list with an "Add more files" button at the
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# bottom. A small iframe-injected script wires that button to
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# programmatically click the hidden uploader so the OS file picker
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# opens. Same approach as ``_sync_uploader_to_home_uploads`` in
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# ``src/gui/_home.py``.
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st.markdown(
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'<style>[data-testid="stFileUploader"] {'
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'position:absolute!important;left:-10000px!important;'
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'width:1px!important;height:1px!important;overflow:hidden!important;'
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'pointer-events:none!important;}</style>',
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unsafe_allow_html=True,
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)
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def _sync_pdf_uploads() -> None:
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"""``on_change`` callback. Adds newly-uploaded files to the
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persistent stash. **Add-only** — removal happens through the
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custom X buttons + counter bump, NOT through this callback.
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"""
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widget_files = st.session_state.get(uploader_key) or []
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for f in widget_files:
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if f.name not in pdf_uploads:
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pdf_uploads[f.name] = {
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"bytes": f.getvalue(),
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"size": f.size,
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}
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log_event(
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"upload",
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f"PDF: {f.name}",
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filename=f.name,
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bytes=f.size,
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page="10_PDF_Extractor",
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)
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st.file_uploader(
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"PDF file(s)",
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type=["pdf"],
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accept_multiple_files=True,
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key=uploader_key,
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on_change=_sync_pdf_uploads,
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label_visibility="collapsed",
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help="Drop one or more bank-statement PDFs. Multi-file batches "
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"are merged into a single table with a ``source_file`` column.",
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)
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# ---------------------------------------------------------------------------
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# Files section (Home-style layout)
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# ---------------------------------------------------------------------------
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import html as _html
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_DOC_SVG = (
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'<svg viewBox="0 0 24 24" fill="none" stroke="currentColor">'
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'<path d="M14 2H6a2 2 0 00-2 2v16a2 2 0 002 2h12a2 2 0 002-2V8z"/>'
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'<path d="M14 2v6h6"/>'
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'</svg>'
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)
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_PLUS_SVG = (
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'<svg viewBox="0 0 24 24" fill="none" stroke="currentColor">'
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'<path d="M12 5v14M5 12h14"/>'
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'</svg>'
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)
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n_files = len(pdf_uploads)
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if n_files:
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total_bytes = sum(m["size"] for m in pdf_uploads.values())
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files_word = "file" if n_files == 1 else "files"
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meta_html = (
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f'{n_files} {files_word} · '
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f'{_html.escape(_format_size(total_bytes))} total'
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)
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else:
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meta_html = "No files imported yet"
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st.markdown(
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'<div class="dt-files-section-head">'
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'<h2>Files</h2>'
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f'<span class="dt-section-meta">{meta_html}</span>'
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'</div>',
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unsafe_allow_html=True,
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)
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# Single bordered card hosting the file rows + the in-card
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# "Add more files" button at the bottom, matching the Home page.
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# Two-phase remove pattern: walk all rows once, accumulate
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# ``to_remove`` if any X was clicked, then mutate state + rerun
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# ONCE after the loop so Streamlit doesn't see a half-mutated
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# dict mid-render.
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to_remove: str | None = None
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with st.container(border=True):
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for name, meta in pdf_uploads.items():
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digest = hashlib.sha1(
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name.encode("utf-8"), usedforsecurity=False,
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).hexdigest()[:10]
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col_x, col_name, col_size = st.columns([0.55, 8, 1.6])
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if col_x.button(
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"✕",
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key=f"pdf_rm_{digest}",
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help=f"Remove {name}",
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type="tertiary",
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):
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to_remove = name
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col_name.markdown(
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'<div class="dt-file-row">'
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f'<span class="dt-file-icon-chip">{_DOC_SVG}</span>'
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f'<span class="dt-file-name">{_html.escape(name)}</span>'
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'</div>',
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unsafe_allow_html=True,
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)
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col_size.markdown(
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f'<div style="text-align:right;">'
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f'<span class="dt-file-size">'
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f'{_html.escape(_format_size(meta["size"]))}'
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'</span></div>',
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unsafe_allow_html=True,
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)
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# In-card "Add more files" button. The HTML is rendered as-is
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# — Streamlit's sanitiser strips inline ``onclick``, so the
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# click wiring is done by the iframe script below.
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st.markdown(
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'<button class="dt-file-add" type="button">'
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f'{_PLUS_SVG} Add more files'
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'</button>',
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unsafe_allow_html=True,
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)
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# Wire the in-card "Add more files" button to the off-screen
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# ``stFileUploaderDropzoneInput``. Identical pattern to the
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# Home page (see ``src/gui/_home.py``); a ``MutationObserver``
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# re-wires after every Streamlit rerun in case the button got
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# re-mounted.
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st.iframe(
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"""
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<script>
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(function () {
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function wire(doc) {
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var btn = doc.querySelector('button.dt-file-add');
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var input = doc.querySelector('[data-testid="stFileUploaderDropzoneInput"]');
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if (!btn || !input) return;
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if (btn.dataset.dtWired === '1') return;
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btn.dataset.dtWired = '1';
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btn.addEventListener('click', function (e) {
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e.preventDefault();
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input.click();
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});
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}
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var doc;
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try { doc = window.parent.document; }
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catch (e) { doc = document; }
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wire(doc);
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var win = doc.defaultView || window.parent || window;
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if ('MutationObserver' in win) {
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var raf = 0;
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try {
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new win.MutationObserver(function () {
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if (raf) return;
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raf = win.requestAnimationFrame(function () { raf = 0; wire(doc); });
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}).observe(doc.body, { childList: true, subtree: true });
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} catch (e) {}
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}
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})();
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</script>
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""",
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height=1,
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)
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if to_remove is not None:
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log_event(
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"upload",
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f"PDF removed: {to_remove}",
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filename=to_remove,
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page="10_PDF_Extractor",
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)
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del pdf_uploads[to_remove]
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# Bump the uploader counter so the widget re-instantiates and
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# forgets the removed file.
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st.session_state[K_UPLOAD_COUNTER] = upload_counter + 1
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st.rerun()
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# ---------------------------------------------------------------------------
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# Action buttons (Scan + Clear all) live below the Files card
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# ---------------------------------------------------------------------------
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c_scan, c_clear, _spacer = st.columns([1, 1, 4])
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with c_scan:
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scan_clicked = st.button(
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"Scan",
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type="primary",
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disabled=not pdf_uploads,
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use_container_width=True,
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)
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with c_clear:
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if st.button(
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"Clear all files",
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type="secondary",
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disabled=not pdf_uploads,
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help="Removes all uploaded files and the last scan result.",
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use_container_width=True,
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):
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st.session_state[K_UPLOADS] = {}
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st.session_state[K_UPLOAD_COUNTER] = upload_counter + 1
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for k in (K_ROWS, K_WARNINGS, K_SOURCE_COUNT, K_TIMESTAMP):
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st.session_state.pop(k, None)
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log_event(
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"upload",
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"PDF list cleared",
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page="10_PDF_Extractor",
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count=n_files,
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)
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st.rerun()
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# ---------------------------------------------------------------------------
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# Scan
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# ---------------------------------------------------------------------------
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if scan_clicked and pdf_uploads:
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all_rows: list[dict] = []
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all_warnings: list[str] = []
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n_files = len(pdf_uploads)
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with st.status(
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f"Scanning {n_files} file(s)…",
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expanded=True,
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) as status:
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for i, (name, meta) in enumerate(pdf_uploads.items(), start=1):
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st.write(f"**{i}/{n_files}** · {name}")
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try:
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raw = meta["bytes"]
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rows, warns = scan_pdf_for_transactions(
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raw,
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negative_in_parens=negative_in_parens,
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allow_ocr=use_ocr,
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output_date_format=output_date_format,
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filename_year_hint=year_from_filename(name),
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year_override=year_override,
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)
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for r in rows:
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r["source_file"] = name
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all_rows.extend(rows)
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all_warnings.extend(f"[{name}] {w}" for w in warns)
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except PdfDependencyMissing as e:
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all_warnings.append(f"[{name}] {e}")
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except Exception as e:
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all_warnings.append(
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f"[{name}] scan failed: {type(e).__name__}: {e}"
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)
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status.update(
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label=(
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f"Found {len(all_rows):,} candidate transactions "
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f"across {n_files} file(s)"
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),
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state="complete",
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expanded=False,
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)
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st.session_state[K_ROWS] = all_rows
|
|
st.session_state[K_WARNINGS] = all_warnings
|
|
st.session_state[K_SOURCE_COUNT] = n_files
|
|
st.session_state[K_TIMESTAMP] = datetime.now().strftime("%Y%m%d-%H%M%S")
|
|
|
|
log_event(
|
|
"tool_run",
|
|
"PDF scan",
|
|
page="10_PDF_Extractor",
|
|
files=n_files,
|
|
rows=len(all_rows),
|
|
warnings=len(all_warnings),
|
|
)
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# Results — editable table + download
|
|
# ---------------------------------------------------------------------------
|
|
|
|
rows = st.session_state.get(K_ROWS)
|
|
warnings = st.session_state.get(K_WARNINGS) or []
|
|
source_count = st.session_state.get(K_SOURCE_COUNT, 0)
|
|
|
|
if warnings:
|
|
with st.expander(f"Warnings ({len(warnings)})", expanded=False):
|
|
for w in warnings:
|
|
st.warning(w)
|
|
|
|
if rows is None:
|
|
if pdf_uploads:
|
|
st.info("Click **Scan** to detect transactions.")
|
|
else:
|
|
st.info("Upload one or more PDF files to begin.")
|
|
|
|
elif not rows:
|
|
st.info(
|
|
"No transaction rows detected. The scanner looks for lines "
|
|
"containing a date and at least one amount. The diagnostic "
|
|
"below shows every line the PDF reader could see — use the "
|
|
"``has_date`` and ``has_amount`` columns to spot which "
|
|
"pieces are missing (usually one or the other)."
|
|
)
|
|
if pdf_uploads:
|
|
with st.expander(
|
|
"Diagnostic: what the scanner saw",
|
|
expanded=True,
|
|
):
|
|
for fname, meta in pdf_uploads.items():
|
|
raw = meta["bytes"]
|
|
st.markdown(f"**{fname}**")
|
|
try:
|
|
lines, dwarns = diagnose_pdf_lines(
|
|
raw, allow_ocr=use_ocr, max_lines=200,
|
|
)
|
|
except Exception as e:
|
|
st.error(f"Diagnostic failed: {type(e).__name__}: {e}")
|
|
continue
|
|
for w in dwarns:
|
|
st.caption(w)
|
|
if not lines:
|
|
st.warning(
|
|
"Zero text lines extracted. This is almost "
|
|
"certainly a scanned (image-based) PDF — "
|
|
"enable OCR in Scan options if available."
|
|
)
|
|
continue
|
|
st.dataframe(
|
|
pd.DataFrame(lines),
|
|
hide_index=True,
|
|
use_container_width=True,
|
|
height=400,
|
|
)
|
|
date_hits = sum(1 for ln in lines if ln["has_date"])
|
|
amt_hits = sum(1 for ln in lines if ln["has_amount"])
|
|
both = sum(
|
|
1 for ln in lines
|
|
if ln["has_date"] and ln["has_amount"]
|
|
)
|
|
st.caption(
|
|
f"{len(lines):,} lines · {date_hits:,} look like "
|
|
f"they contain a date · {amt_hits:,} look like "
|
|
f"they contain an amount · {both:,} have both "
|
|
"(those are the rows the scanner would have kept)."
|
|
)
|
|
|
|
else:
|
|
df = pd.DataFrame(rows)
|
|
|
|
# Order columns so the user-facing fields are leftmost; raw +
|
|
# internals are last and easy to scroll past or unselect at
|
|
# download time. ``account_number`` sits with the transaction
|
|
# detail since it's per-row context an accountant typically
|
|
# wants alongside the amounts.
|
|
front = [
|
|
"date",
|
|
"description",
|
|
]
|
|
amount_cols = sorted(c for c in df.columns if c.startswith("amount_"))
|
|
metadata_cols = ["account_number"]
|
|
tail = ["source_file", "page", "raw"]
|
|
ordered = [
|
|
c for c in front + amount_cols + metadata_cols + tail
|
|
if c in df.columns
|
|
]
|
|
extras = [c for c in df.columns if c not in ordered]
|
|
df = df[ordered + extras]
|
|
|
|
# Prepend the include checkbox.
|
|
df.insert(0, "Include", True)
|
|
|
|
st.markdown(
|
|
f"#### {len(df):,} candidate transaction(s) "
|
|
f"from {source_count} file(s)"
|
|
)
|
|
st.caption(
|
|
"Uncheck rows to exclude. Edit any cell to fix a value the "
|
|
"scanner got wrong. The ``raw`` column shows the original "
|
|
"PDF text for that row."
|
|
)
|
|
|
|
column_config = {
|
|
"Include": st.column_config.CheckboxColumn(
|
|
"Include",
|
|
default=True,
|
|
help="Uncheck to drop this row from the CSV.",
|
|
),
|
|
"raw": st.column_config.TextColumn(
|
|
"raw",
|
|
help="Original text line from the PDF (read-only reference).",
|
|
disabled=True,
|
|
width="large",
|
|
),
|
|
"page": st.column_config.NumberColumn(
|
|
"page", disabled=True, width="small",
|
|
),
|
|
}
|
|
if "source_file" in df.columns:
|
|
column_config["source_file"] = st.column_config.TextColumn(
|
|
"source_file", disabled=True,
|
|
)
|
|
# Force 2-decimal display on every amount column. Without this,
|
|
# Streamlit / Pandas show floats with their raw repr ("4.5",
|
|
# "12.0", "1000") and the precision looks inconsistent across
|
|
# rows that all came from the same statement. Internal dtype
|
|
# stays float for arithmetic accuracy; only the rendering and
|
|
# CSV-export formatting force two-place precision.
|
|
for amt_col in (c for c in df.columns if c.startswith("amount_")):
|
|
column_config[amt_col] = st.column_config.NumberColumn(
|
|
amt_col,
|
|
format="%.2f",
|
|
help="Two-decimal currency amount.",
|
|
)
|
|
|
|
edited = st.data_editor(
|
|
df,
|
|
hide_index=True,
|
|
use_container_width=True,
|
|
column_config=column_config,
|
|
num_rows="fixed",
|
|
key="pdf_results_editor",
|
|
)
|
|
|
|
selected = edited[edited["Include"]].drop(columns=["Include"])
|
|
|
|
c_dl, c_meta = st.columns([2, 3])
|
|
with c_dl:
|
|
if selected.empty:
|
|
st.button("Download CSV", disabled=True)
|
|
else:
|
|
# Reuse the timestamp stamped when this scan finished —
|
|
# stable across reruns so the download helper's button
|
|
# key doesn't drift every second.
|
|
ts = st.session_state.get(K_TIMESTAMP) or "results"
|
|
# Default: drop the internal columns from the download.
|
|
keep_default = [
|
|
c for c in selected.columns
|
|
if c not in ("page", "raw")
|
|
]
|
|
with c_meta:
|
|
keep = st.multiselect(
|
|
"Columns to include in CSV",
|
|
options=list(selected.columns),
|
|
default=keep_default,
|
|
help="``page`` and ``raw`` are kept off by default; "
|
|
"tick them if you want them in the file.",
|
|
)
|
|
export = (selected[keep] if keep else selected).copy()
|
|
# Coerce every amount column to a fixed 2-decimal string
|
|
# before serialising. Pandas' default float-to-CSV
|
|
# writer drops trailing zeros (4.50 → 4.5) which an
|
|
# accountant immediately notices in Excel; preserving
|
|
# the precision is the whole point of this commit.
|
|
for amt_col in (
|
|
c for c in export.columns if c.startswith("amount_")
|
|
):
|
|
export[amt_col] = export[amt_col].map(format_amount)
|
|
csv_bytes = export.to_csv(index=False).encode("utf-8")
|
|
# Save server-side (consistent with the other tools) —
|
|
# writes to the user's Downloads folder and shows the
|
|
# exact path. Avoids the st.download_button quirk where
|
|
# the second-or-later button in a script pass silently
|
|
# fails to fire.
|
|
html_download_button(
|
|
f"Download {len(export):,} rows as CSV",
|
|
csv_bytes,
|
|
file_name=f"transactions-{ts}.csv",
|
|
mime="text/csv",
|
|
)
|
|
|
|
if not selected.empty:
|
|
st.caption(
|
|
f"{len(selected):,} of {len(df):,} rows selected."
|
|
)
|